Work history
SMA Operations Manager
How would you describe your time at Aston Asset Management?
Create comprehensive marketing plans to sell institutional investment strategies, developing relationships with investment consultants and Platform Sponsors to grow client database.
Ensure smooth operation of all functions, including trading, new accounts, performance, and reconciliation, by maintaining consistent interaction with company???s SMA outsourcer.
Analyze, update, and expand firm???s SMA policies and procedures to ensure maximum efficiency.
Facilitate furtherance of products and product strategy in collaboration with Vice President of National Accounts; present quarterly compliance reviews to COO and compliance officer.
Review contracts from sponsors, editing as necessary to ensure accuracy.
Decreased company expenditure by $15,000 by spearheading conversion to new system, coordinating with outsourcer and five sub-advisors.... 
Internal Account Manager
tags:
cold call sales
How would you describe your time at ABN AMRO Asset Management?
Marketed and sold Institutional Investment Strategies to various investment consultants, RIA's and independent advisors. Made 40 proactive calls a day to develop and create sales opportunities Supported external wholesaler by setting appointments and maintaining existing advisor relationships Utilized PSN(Mobius) and Morningstart DataLabs to compare and contrast MPT stats and holdings data of investment strategies to develop competitive strategies...
Account Executive
tags:
cold call sales
• cross selling products and se...
How would you describe your time at Diversified Financial Concepts?
Managed more than 1,500 clients and $35 million in assets, utilizing existing client database to effectively cross sell financial products.
Increased departmental sales by 75% through account reorganization in conjunction with implementation of successful new process to enhance client communication.
Grew managed assets 30% by restructuring client relationship management.
Provided extensive information to various clients based on level of investment experience, age, and risk tolerances, researching and recommending mutual fund strategies to discern best individual fit....
Mario has
